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GREAT ELM GROUP, INC.

Active

in

Registration No.
F24000003247
Incorporation Date
2024-06-17
Company Type
Not disclosed
Address
Boston, United States
Website
greatelmgroup.com/
Source: Florida Department of State — Sunbiz

GREAT ELM GROUP, INC. is a registered legal entity registered in United States under F24000003247, and its current status with Florida Department of State — Sunbiz is active. The company was incorporated on 17 June 2024 and lists its registered address as Boston, United States. 4 shareholders are on record for GREAT ELM GROUP, INC., and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Florida Department of State — Sunbiz and was last updated on 5 October 2026.

Data Provenance
This record is sourced directly from official government registries, including Florida Department of State — Sunbiz.

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Shareholders

4

Four shareholders are currently on record for GREAT ELM GROUP, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.

The largest of these is Vanguard Group Inc, holding 7.3% — the largest recorded stake — followed by Bridgeway Capital Management, LLC at 0.5%; the remaining 2 shareholders shown hold smaller stakes.

Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Shareholder Type Holding Source Document
Vanguard Group Inc 7.3% Florida Department of State — Sunbiz
Bridgeway Capital Management, LLC 0.5% Florida Department of State — Sunbiz
Bridgeway Funds, Inc.-Ultra-Small Company Market Fund 0.4% Florida Department of State — Sunbiz
iShares Trust-iShares Micro-Cap ETF 0.4% Florida Department of State — Sunbiz

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Officers

5

The Ceo & Executive Chairman of GREAT ELM GROUP, INC. currently on record is Jason W. Reese; five officers are currently on record for GREAT ELM GROUP, INC., filed with Florida Department of State — Sunbiz.

The register reports 7 officers in total, including past appointments, though only the 5 most relevant records are shown here.

Management authority at GREAT ELM GROUP, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

JW
Jason W. Reese ACTIVE

Residence
🇺🇸 United States
Occupation
Ceo & Executive Chairman

KA
Keri A. Davis ACTIVE

Residence
🇺🇸 United States
Occupation
Cfo & Chief Accounting Officer

NP
NICHOLE PAINTER MILZ ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Operating Officer

PR
Peter Reed ACTIVE

Residence
🇺🇸 United States
Occupation
Consultant

AM
Adam Michael Kleinman J.d. ACTIVE

Residence
🇺🇸 United States
Occupation
President & Secretary

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Group Structure

GREAT ELM GROUP, INC. has no recorded parent company — it sits at the top of its own group structure, with 6 subsidiaries recorded beneath it across 2 jurisdictions. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.

Those 6 subsidiaries span United States, South Africa jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear.

Ultimate HQ
GREAT ELM GROUP, INC.
United States
Monomoy Construction Services, LLC
United StatesUS SC 10038014

OPENWAVE SYSTEMS SOUTH AFRICA (PTY) LTD
South AfricaZA 200503558407

Great Elm Capital Management, Inc.
United StatesUS MA 6034462

Monomoy BTS Corporation
United StatesUS MA 7022416

Alliance Home Care LLC
United StatesUS AZ 23266884

Great Elm Investments, LLC
United StatesUS FL L19000222705

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Frequently Asked Questions

Who owns GREAT ELM GROUP, INC.?

Four shareholders are currently on record for GREAT ELM GROUP, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Vanguard Group Inc, holding 7.3% — the largest recorded stake — followed by Bridgeway Capital Management, LLC at 0.5%; the remaining 2 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Who is GREAT ELM GROUP, INC.'s UBO (Ultimate Beneficial Owner)?

Every shareholder recorded for GREAT ELM GROUP, INC. is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.

How many shareholders does GREAT ELM GROUP, INC. have on record?

4 shareholders are shown on record for GREAT ELM GROUP, INC..

What is GREAT ELM GROUP, INC.'s company registration number?

GREAT ELM GROUP, INC.'s registration number is F24000003247, filed with Florida Department of State — Sunbiz in United States. Its current status on the register is active.

Is GREAT ELM GROUP, INC. still an active company?

GREAT ELM GROUP, INC.'s status on Florida Department of State — Sunbiz is listed as active.

When was GREAT ELM GROUP, INC. incorporated?

GREAT ELM GROUP, INC. was incorporated on 17 June 2024, according to Florida Department of State — Sunbiz.

What is GREAT ELM GROUP, INC.'s registered address?

The registered address on file for GREAT ELM GROUP, INC. is Boston, United States.

Who are the officers/directors of GREAT ELM GROUP, INC.?

The Ceo & Executive Chairman of GREAT ELM GROUP, INC. currently on record is Jason W. Reese; five officers are currently on record for GREAT ELM GROUP, INC., filed with Florida Department of State — Sunbiz. Management authority at GREAT ELM GROUP, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

Does GREAT ELM GROUP, INC. have a parent company or subsidiaries?

GREAT ELM GROUP, INC. has no recorded parent company — it sits at the top of its own group structure, with 6 subsidiaries recorded beneath it across 2 jurisdictions. Those 6 subsidiaries span United States, South Africa jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear.

Can Zavia monitor changes to GREAT ELM GROUP, INC.'s ownership over time?

This profile reflects a point-in-time snapshot from Florida Department of State — Sunbiz. Zavia's monitoring API can track changes to GREAT ELM GROUP, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access GREAT ELM GROUP, INC.'s data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like GREAT ELM GROUP, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from Florida Department of State — Sunbiz and was last synced on 5 October 2026.

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